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Snowball
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专注投资分享 #AI #Web3 领域，2023年@binance 合约锦标赛总收益排名第五。
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Snowball
Judging from the current situation, the theme of 2026 will likely still revolve around AI agents. AI narratives remain the mainstream narrative for 26 years, and people have extended their ideas. For example, the X402 can enable AI agents to make automatic payments, so I'll elaborate on that: What if a request only supports BTC payments? How can the slow confirmation speed of the BTC mainnet meet the high-speed interaction requirements of AI agents? Here's a solution @GOATRollup Imagine an AI agent that's a Bitcoin enthusiast. Its image generation capability is highly sought after, and it only supports Bitcoin payments. This is where GOAT Network's brilliance shines. It gives Bitcoin a "high-performance armor," allowing the AI ​​agent to conduct high-frequency transactions with native Bitcoin, much like making a quick payment. In this way, Bitcoin is no longer just a "digital gold bar" lying dormant in your wallet, but becomes a circulating "hard currency" in the AI ​​economy. Previously, so-called digital gold was limited to the human world. Now, digital gold is universally applicable across the human + AI world. From now on, x402 handles requests and payments, GOAT handles Bitcoin settlements, and Ziren handles verification and security. This three-pronged approach forms a closed loop: AI agents can seamlessly use Bitcoin to buy things, with a reliable and low-cost process. This combination essentially opens the door to a trillion-dollar market. For developers: GOAT Network's SDK allows for easy addition of Bitcoin payment functionality, capturing the early benefits of the AI ​​agent economy. For users: They can enjoy cheaper and more efficient services because automated agents reduce intermediary costs. If you are an interested developer, GOAT Network provides a ready-made toolkit. Congratulations to GOAT Network, which is becoming a focal point of the future by combining the BTC ecosystem and AI vision.
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Snowball
As expected, @wardenprotocol had some good news. I haven't claimed my airdrop yet, but it seems the value has increased significantly. My reasons for being bullish were mainly several: 1. In the last round of financing before TGE, institutions like 0G invested $200 million, while the opening market capitalization was only $100 million. Holding or even buying in was equivalent to buying at their bottom. Warden's relationship with them was clearly not just a simple investor-investee relationship, but a deep partnership and friendship. Warden had no reason or motivation to "rip them off." If they wanted financing, they could have directly approached institutions; there was no need for them. 2. Related to the recent buzz surrounding Clawnch, Agents are clearly the future trend, and Warden, as a professional Agent-based infrastructure provider, lacked a Launchpad role. When and whether it would launch clearly corresponded to this. Then, holding + staking $WARD The rights clearly also contribute to the market's upward trend. Congratulations to those who didn't sell during the airdrop; a takeoff is on the horizon! Congratulations to those who held and staked their shares; continue to wait for another takeoff! 3. So far, no major exchanges have launched. This isn't a problem with the project's quality, but rather the team's long-term planning and strategic thinking. Judging from the project's series of actions, the team clearly understands Web3 and operations very well. The timing and pace of each major event's release are just right! 👍 Something big is coming, a really big one. Wait for Warden to launch on Launchpad. Everyone should be able to witness the first wave of AI's golden age in 2026.
Warden
@wardenprotocol
Something big is coming to Warden... The Agent Launchpad Hold $WARD, stake $WARD and get Launchpad Power Launchpad Power = Airdrops & Preferential allocations Staking goes live this week
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Snowball
How far could 1 million yuan have gone 10 years ago? 1. Bought Bitcoin: Now worth 2.624 billion yuan 2. Bought Tesla: Now worth 120 million yuan 3. Bought Apple: Now worth 98 million yuan 4. Bought BYD: Now worth 60 million yuan 5. Bought Xiaomi: Now worth 15 million yuan 6. Bought Nasdaq 100: Now worth 4.42 million yuan 7. Bought Tencent: Now worth 4 million yuan 8. Bought gold: Now worth 3.25 million yuan+ 9. Bought S&P 500: Now worth 2.69 million yuan 10. Bought silver: Now worth 1.8 million yuan 11. Bought government bonds: Now worth 1.4 million yuan 1040 12. Bought the CSI 300: Now worth 1.04 million 13. Bought the Shanghai Composite Index: Now worth 950,000 14. Bought the ChiNext: Now worth 900,000 15. Bought Country Garden: Now worth 600,000 16. Bought Evergrande: Now worth 300,000 17. Invested in P2P: Now worth 0 yuan. Clearly, choice is more important than effort!
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Snowball
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After reading @xmaquina and $DEUS's latest articles, I have many thoughts. To put it simply, the robotics industry is currently witnessing a "standards war," much like the battle between Intel and Microsoft in the computer industry, or Android in the mobile phone industry. Everyone wants to become that indispensable underlying supplier. But who can, and how, still needs the test of time. 1️⃣ The first test is: who can handle ultra-large-scale computing? To move a metal lump weighing several hundred pounds without delay requires extremely high hardware specifications. NVIDIA is the "big brother": their Jetson Thor chip is currently the industry benchmark. Their advantage lies in their mature ecosystem; almost everyone involved in robotics uses their toolchain. However, there are competitors, such as Etched takes an "extreme route," specifically customizing chips for Transformer models. These chips run AI extremely fast, but can't do anything else besides AI. Hailo takes a "power-saving" approach, focusing on low power consumption. After all, robots carry batteries, and if their brains consume too much power, they won't be able to keep up. 🤔 The competition at the hardware level ultimately boils down to a balance between "energy efficiency" and "versatility." While Nvidia is strong, if a specific algorithm (like Transformer) completely dominates the robotics field in the future, dedicated chips like Etched might achieve a leapfrog development. 2️⃣ How to teach robots to think like humans? Previously, robots were "dead"; you had to write code to tell them how to move step by step. The current trend is to give them a "large model" and let them figure it out themselves. However, Physical Intelligence (π) and Skild AI are both working on the same thing: developing a universal model. This means that the same "soul" can run in a robot dog and do housework in a humanoid robot, without needing retraining. Covariant has already proven itself in warehouses, teaching robots to handle messy goods like humans. OpenAI, while not building robots, provides "language and reasoning plugins" to various robotics companies. If robots can understand human speech and reason logically, they are not far from true intelligence. 🤔The core competitiveness at the software level is actually data. Whoever can enable robots to accumulate more experience (robot hours) through "watching videos" or "simulation training" will have a smarter model. This is no longer a competition of writing code, but a competition of accumulating data. 3️⃣ How to move from the lab to real-world scenarios Robots don't just walk around in labs; they need to go to construction sites, power line inspections, and even disaster relief. Currently, Sanctuary AI particularly emphasizes the dexterity of "hands," because if the hands are not dexterous, even the smartest brain is useless. 📖In summary In the current field of physical AI, people are no longer just competing on whose robot looks more human, but on whose chip is more energy-efficient, calculates faster, and whose model is more versatile and intelligent. The current situation is somewhat like the eve of the personal computer boom in the 1990s; everyone thought it was a huge piece of meat, and everyone was vying for dominance in underlying protocols and core hardware. In the end, the winner might not be the fastest robot, but rather the "operating system" and "central processing unit" that support the operation of all the robots.
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Snowball
I just discovered there's such a thing as NFT deflation. I only knew about token buybacks and permanent burning before. Now, with @wallchain and Magiceden's buyback program, several obvious benefits have emerged: 1. The scarcity of Quacks is further increased. 2. It's essentially an endorsement of the project; projects that can be bought by them must have a secondary trading volume of over 10,000 Sol. This is essentially an endorsement of Quacks. Community value, large trading volume, burning value, NFT deflation. 3. Expectations are getting higher and higher. 4. Here's a thought: if Wallchain issues its own token in the future, there might be airdrops for NFT holders. Will these be included in the airdrop share? Haha, personally, I don't hope so. 5. If Wallchain's token is TGE, I'm really looking forward to a good value performance!!! Waiting for good news. Wallchain = Infofi's Binance twitter.com/one_snowball/statu...
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Snowball
02-07
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As Vitalik said, Ethereum Layer 2 is outdated. The current L2 is increasingly resembling a cramped, old, and dilapidated shared apartment in a good location. Although it's livable, I always feel cramped. Recently, I've been looking at projects in EcoCity (the L1 incubator run by @TanssiNetwork), and Scenium has resonated with me the most. What they're doing is RWA (Real-World Asset Tokenization), which simply means moving large sums of money like US stocks, real estate, and equity onto the blockchain ➡️ and running it on someone else's L2 platform, where the rules are set by them. For example, projects like Scenium, which require strict KYC (Know Your Customer) verification, would have to use multiple layers of contracts on a general-purpose blockchain, resulting in extremely bloated and inefficient code ➡️ all the transaction fees paid by users go to the L2 platform, leaving them with nothing. 👍 What's so great about Scenium being listed on EcoCity? Thanks to Tanssi's "one-click chain creation" technology, Scenium didn't spend several months writing the underlying code and was able to move into its own "detached villa" immediately. The blockchain is proprietary, and the block space is specifically for RWA. No matter how wildly other on-chain meme fare, Scenium's transactions will always be seamless and uninterrupted, with compliance logic hardcoded at the very bottom of the chain. Who can buy, and how assets are distributed—that's entirely up to them. 🤔Previously, building a sovereign blockchain required begging and pleading for validator nodes. Now, with Tanssi's orchestrator, it's a simple click of the mouse. Developers can finally focus on the assets themselves, rather than building infrastructure. ➡️Rollups aren't a panacea; as projects grow and their business becomes more specialized, sovereign L1 is the ultimate goal. EcoCity's recent moves are sending a signal: application blockchains are no longer the privilege of "big companies." Projects like Scenium, which require high performance and customization, can take off directly through Tanssi. This is what Web3 infrastructure should look like.
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Snowball
02-06
In Web3, many people like to tell stories, detaching themselves from reality and focusing on abstract concepts, especially during a bear market. I also had my doubts: just as Multicoin co-founder Kyle thought, is blockchain merely an asset ledger? Until I saw @iota's recent activities, I realized that the bear market, real-world implementation, and shift from abstract to concrete applications have truly shown me the feasibility of blockchain's commercial potential. Because the former "British Empire" actually sent four trade officials to work full-time at the IOTA Foundation for a year. Have government officials "working" for a crypto project? There's so much hidden here. What did IOTA use to gain the favor of the British Empire? Why would they need trade officials stationed there? I took a closer look, and it seems to be a global trade revolution brought about by IOTA. Utilizing TWIN technology, IOTA, in collaboration with Teesside University (@TeessideUni) in the UK, directly solved the most troublesome "data black hole" problem in customs clearance. Pilot data shows it can deliver supply chain data to the border 20 hours ahead of schedule. Don't underestimate this less than one-day timeframe; once widely adopted, it's expected to bring £25 billion in trade growth to the UK, with efficiency improvements equivalent to savings of over £200 billion. Even if it took 20 officials a year, it would be worth it! ➡️Focusing on solving real-world trade problems is the fundamental difference between IOTA and many other projects that constantly jump on the bandwagon. IOTA, through technology + government cooperation + data, has proven that the crypto industry is far more than just hype. Looking forward to IOTA achieving even greater success, letting the world see: true commercial application is what crypto truly is. twitter.com/one_snowball/statu...
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Snowball
02-06
At the end of last month, the crypto industry quietly completed a technical migration that can only be described as "textbook-level." To use the analogy of the House TV series I've been watching recently, this "migration" could be considered a highly complex "heart transplant." @Lombard_Finance, together with Ava Labs, managed to extract over 3,800 real BTC (BTC.b) from the old architecture and fit them into Lombard's own institutional-grade platform in just 24 hours. But for ordinary users, the name of their tokens remained unchanged, their contracts remained unchanged, and their balances remained unchanged. This is truly amazing. ❓What changes did this massive migration bring? 1️⃣ Robust Underlying Security Logic Previously, people were always wary of cross-chain assets, fearing the theft of private keys through multi-signature. Lombard has implemented a "defense-in-depth" system: 15 independent validator consensus + hardware-level vault + real-time proof of reserves 2️⃣ Completely Say Goodbye to KYC After the migration, minting BTC.b through the Lombard App is now "zero-barrier": no cumbersome KYC, no geographical restrictions (except for those on blacklists). As long as you have native BTC, you can mint it with a few clicks and seamlessly enjoy the rewards. 3️⃣ The "Lego Era" of BTC is Really Coming This migration signifies that Lombard has turned BTC.b into a standardized "Lego brick." Now, Binance, Bybit... These leading wallets have already natively integrated this feature. In the future, users may be able to convert their BTC into BTC.b with a single click in any app, and then automatically earn yields in different pools. I predict that multi-chain expansion will accelerate in the near future. twitter.com/one_snowball/statu...
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